Portfolio (Quarterly)
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Triumph Capital Management
· CIK 0001730765| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1281 | VOOV | VANGUARD ADMIRAL FDS INC | — | 29.0 | $6K | 0.00% | NEW | — | $219.21 | +4.0% |
| 1282 | VFQY | VANGUARD WELLINGTON FD | — | 37.0 | $6K | 0.00% | NEW | — | $170.30 | +4.0% |
| 1283 | — | REZOLVE AI PLC | — | 2,000.0 | $6K | 0.00% | NEW | — | $3.15 | — |
| 1284 | KBH | KB HOME | Consumer Cyclical | 100.0 | $6K | 0.00% | NEW | — | $62.59 | -13.0% |
| 1285 | XJH | ISHARES TR | — | 120.0 | $6K | 0.00% | NEW | — | $52.15 | -0.9% |
| 1286 | ALRS | ALERUS FINL CORP | Financial Services | 200.0 | $6K | 0.00% | NEW | — | $31.10 | +4.8% |
| 1287 | XT | ISHARES TR | — | 75.0 | $6K | 0.00% | NEW | — | $82.63 | -0.7% |
| 1288 | CAH | CARDINAL HEALTH INC | Healthcare | 26.0 | $6K | 0.00% | NEW | — | $237.58 | -3.8% |
| 1289 | PSCI | INVESCO EXCH TRADED FD TR II | — | 33.0 | $6K | 0.00% | NEW | — | $186.06 | -5.2% |
| 1290 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 180.0 | $6K | 0.00% | NEW | — | $34.00 | +3.8% |
| 1291 | RDDT | REDDIT INC | Communication Services | 35.0 | $6K | 0.00% | NEW | — | $173.57 | -13.4% |
| 1292 | FGSI | FIRST TR EXCHANGE-TRADED FD | — | 300.0 | $6K | 0.00% | NEW | — | $20.13 | +4.9% |
| 1293 | PGP | PIMCO GLOBAL STOCKPLUS INCOM | Financial Services | 700.0 | $6K | 0.00% | NEW | — | $8.62 | -0.7% |
| 1294 | FDVV | FIDELITY COVINGTON TRUST | — | 100.0 | $6K | 0.00% | NEW | — | $60.29 | +4.6% |
| 1295 | ING | ING GROEP N.V. | Financial Services | 192.0 | $6K | 0.00% | NEW | — | $31.38 | +9.9% |
| 1296 | XSW | SPDR SERIES TRUST | — | 35.0 | $6K | 0.00% | NEW | — | $171.80 | +16.2% |
| 1297 | STNE | STONECO LTD | Technology | 553.0 | $6K | 0.00% | NEW | — | $10.84 | -15.5% |
| 1298 | XOEX | DBX ETF TR | — | 148.0 | $6K | 0.00% | NEW | — | $40.46 | +3.5% |
| 1299 | AGCO | AGCO CORP | Industrials | 50.0 | $6K | 0.00% | NEW | — | $119.70 | -13.1% |
| 1300 | RNST | RENASANT CORP | Financial Services | 140.0 | $6K | 0.00% | NEW | — | $42.54 | -1.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
33.2%
Technology
31.6%
Consumer Cyclical
8.7%
Healthcare
7.2%
Communication Services
5.1%
Real Estate
2.8%
Industrials
2.7%
Energy
2.7%
Consumer Defensive
2.4%
Basic Materials
2.2%